Financial Adviser
· MELBOURNE, VIC
Benjamin Patrick Drew
No disciplinary history on record with ASIC
MELBOURNE,
VIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000225414
About Benjamin Patrick Drew
Benjamin Patrick Drew is a financial adviser based in Melbourne, Victoria, with 26 years of experience in the financial services industry since 2000. Benjamin is currently authorised under Capstone Financial Planning, operating through Paradigm Principle. Benjamin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Benjamin's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Benjamin is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Financial Planning
Deakin University
2013
Certificate IV Financial Services (Finance and Mortgage Broking)
Kaplan Professional
2023
Accredited Listed Product Adviser Program
Kaplan Professional
2023
Margin Lending and Geared Investments
Kaplan Professional
2024
Graduate Diploma of Financial Planning
Kaplan Professional